Free Guide · Business Tax Strategy

The Self-Employed Tax Strategy Playbook

9 strategies that save profitable business owners $15K–$50K+ per year

Most CPAs prepare returns. Almost none design the year before the return is filed. If you're earning $80K+ in business profit and your CPA hasn't talked to you about half the strategies in this playbook, you're overpaying. These are the moves that matter — in order of leverage.

What's inside (11 pages)

• The S-Corp election: how to cut self-employment tax by $8K-$20K+
• Solo 401(k), SEP, SIMPLE, Cash Balance — which fits your business
• The Augusta Rule (Section 280A) — $10K-$50K in tax-free home rental income
• Hiring your kids: tax-free family wage transfers
• Accountable plan reimbursements (home office, vehicle, cell, internet)
• HSA triple tax advantage strategy
• Cost segregation on real estate — $50K-$300K year-1 deductions
• Exit planning strategies that need 3-5 year runway (QSBS, CRTs, ESOPs)